Bizlink Holding Inc. · TWSE:3665
Bizlink — Q2 2022 Earnings Presentation
9 slides from Bizlink's earnings presentation, Aug 26, 2022
Slide 1: BizLink Holding Inc 2Q 2022 Earnings Deck
BizLink Holding Inc 3665.TT 2Q 2022 Earnings Deck August 26, 2022 © 2022 BizLink External Use 1
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT The contents of this presentation are based on available information, and the Company’s views when made. The information in this presentation may contain descriptions of the future prospects of the Company and its subsidiaries, and are subject to risks and uncertainties, which
Slide 3: 2Q22 Financial Results
2Q22 FINANCIAL RESULTS NT$ thousand 2Q22 2Q21 1Q22 Y/Y Q/Q Sales 13,963,028 7,015,992 11,667,198 +99.02% +19.68% Gross Margin 25.97% 23.81% 24.42% +216bps +155bps Operating Margin 11.70% 10.76% 7.76% +94bps +394bps Tax Rate 27.60% 22.79% 34.64% -- -- Net Income 1,172,964 551,411 558,944 +112.72% +10
Slide 4: 2Q22 Key Metrics
2 4 6 8 0 10 12 16 18 20 22 24 26 14 28 1Q-2019 2Q-2019 3Q-2019 4Q-2019 1Q-2020 2Q-2020 3Q-2020 4Q-2020 1Q-2021 2Q-2021 3Q-2021 GROSS MARGIN 2Q22 KEY METRICS 4Q-2021 1Q-2022 2Q-2022 2 4 6 8 0 10 12 14 16 18 1Q-2019 2Q-2019 3Q-2019 4Q-2019 1Q-2020 2Q-2020 3Q-2020 4Q-2020 1Q-2021 OPEX RATIO 2Q-2021 3Q
Slide 5: INBG BU Performance
INBG BU PERFORMANCE Healthcare Telecomm Robotic TECHNICAL STANDARD-SETTER AND A MARKET LEADER ACROSS A NUMBER OF END-MARKETS 15% Systems Solutions 9% 13% JUNE CAPABILITIES TO OPERATE UNDER EXTREME 2018 CONDITIONS/REQUIREMENTS FOR CUSTOMERS SUPERIOR MGMT TEAM AND ESTABLISHED Automation Silicone Tailo
Slide 6: Organic Performance by Segment
ORGANIC PERFORMANCE BY SEGMENT 2Q 2022 organic sales increased 17% YOY Industrial +40% YOY Automotive +26% YOY 21% of organic sales mix 18% of organic sales mix Product category sales mix: Product category sales mix: ◼ Capital eqpt: low-60% ◼ EV: high-50% ◼ Healthcare: high-10% ◼ Non-EV: low-40% IT
Slide 7: Growth Strategy: Move Up the Value Chain
GROWTH STRATEGY MOVE UP THE VALUE CHAIN High Speed High Data Voltage Heavy © 2022 BizLink External Use 7
Slide 8: Q&A Session
Q&A Session © 2022 BizLink External Use 8
Slide 9: Contact us
Contact us Mike Wang Manager, Investor Relations T +886 2 8226 1000 ext. 2663 E mike_wang@bizlinktech.com Stay Connected @BizLinkTechnology Claire Yung Senior Specialist, Investor Relations T +886 2 8226 1000 ext. 2760 @BizLink Group E claire_yung@bizlinktech.com © 2022 BizLink External Use 9